Our product was created by mediators, collaboration is in our DNA.
The product being created, with a view to facilitating mediation and involving the client so you will find that clients are in the correct mindset.
The client intake involves the client from the start and in a real way, and it also helps you to make the client feel heard.
The spreadsheet is the centre of our product, and it naturally focuses clients away from points of conflict and towards their own actual asset pool, and achievable results.
You can give your client 'viewer only' access so they can review their own spreadsheet and assets, the same spreadsheet that you are looking at so they see what you see.
You can quickly and easily generate documents that help the client to understand the proposal that the other side has made, or the proposal that you think they should make to. You can also model different versions and generate a proposal for each of those.
The proposal sets out the information in a Microsoft Word based spreadsheet, and also in a plain English proposal ("Jack will retain the family home ...") so your client can easily see what is happening.
On the same page
You can use our product to help to get the clients on the same page, literally.
They can see their offer or position next to the other side's position and you can use it to reality test their approach, or to get them focused on the numbers and away from the dispute.
Our client intake questionnaire
Start your matter off on the right foot.
Get the client involved and thinking about their matter, and then once they have given you the basic details you can assign them homework using our client portal.
Our users love the collaborative approach, if you want to read more about what they have to say then head over to our testimonials page.